Hyperliquid Is Cooking, The SAAS Rotation Is Here, Oil Bulls Are Cooked, Returning To My Zcash Trade, AI Is Getting Wild - Threadguy: May 29th, 2026

Hyperliquid Is Cooking, The SAAS Rotation Is Here, Oil Bulls Are Cooked, Returning To My Zcash Trade, AI Is Getting Wild - Threadguy: May 29th, 2026

Hyperliquid runs to a new high as the CFTC clears the first US Bitcoin perp, and Threadguy makes the case for why it just wins. Plus getting back with the Zcash ex, the AI speech humiliation ritual, the SaaS rotation he calls the real crypto signal, why every oil bull is cooked, IPOs pricing off the hype chart, and the night he single-handedly puts the bottom in on alcohol.

Crypto is Moving Past Bitcoin - Syncracry Capital Interview

Ryan Watkins and DeFi Monk from Syncracy break down their great purification thesis: where the asset class is dispersing, why hype is escaping the pack, and how to value it when crypto-native FDV math falls apart. They cover the trader-to-investor era of crypto, the case for HODL again, Ryan's reluctant defense of ETH, where Bitcoin fits in the new paradigm, the institutional pipeline entering hyperliquid, and how to price regulatory risk. Closes on the state of liquid funds and why activist investing isn't worth the headache.

Robinhood's Trump Accounts, DELL Is Insane, Tesla x SpaceX Merger, Running The Saylor Entry, Series H - Threadguy: May 28th, 2026

A Julian Robertson Tiger blow-up arc from More Money Than God: trapped on the Yen, the $150M slam-long save, the LP carry-out at the dot com peak. Bitcoin running the Saylor entry, Hood ripping on the Trump accounts launch, Anthropic's Series H, Don Jr's drones flying on the WSJ headline, a Ryan Watkins and DeFi Monk interview, and the inevitable Tesla-SpaceX merger.

JD Vance Is Getting Cooked, Will Quantum K*LL Bitcoin, Too Many Top Signals, Crypto Is In Trouble - Threadguy: May 27th, 2026

Threadguy on why The Big Short ruined a generation of traders, today's crowdsourced kickchat portfolio as a top signal, and the Pope getting a $660K Ferrari EV. Plus the cold storage Bitcoin he almost moved into 10-year treasuries, the JP Morgan rumor on Vance, the X-FAB Silicon Foundries rip after a Serendipity tweet, and a sit-down with Nic Carter on robotics, AGI, quantum, and Crypto.

How AGI Might Break Crypto Forever... - Nic Carter

Nic Carter (Castle Island Ventures, prolific Bitcoin writer) joins on the same day he signed on as independent director at Robo Strategy. They cover his case that AGI has quietly arrived, the legendary CoreWeave angel investment that became his ticket into AI deep tech, the white-collar apocalypse hiding inside the K-shape, and where his odds sit on quantum breaking Bitcoin by 2035. Closes on the secretive Bitcoin Core dev scene, what a Satoshi coin heist actually looks like, and why he's still fighting the crypto war when most of his peers have rage-quit.